National Advisors Trust Welcomes New Shareholder, Greystone Wealth Advisors
Greystone joins National Advisors Trust to expand trust services with broader options and added security.
Overland Park, KS (October 11, 2011) – National Advisors Trust, the nation’s largest independent, RIA-owned trust company, today announced that Greystone Wealth Advisors, a wealth management firm headquartered in Mount Kisco, NY, has joined the trust company as a new shareholder. Joining National Advisors Trust allows Greystone to expand its trust services with broader options, more flexibility, and increased security.
“As our trust business increased over the years, working with trust companies became less appealing because we could not be named trustee and larger trust companies were becoming more inflexible,” said Timothy Clark, Founder and Managing Member of Greystone. “We have a high touch business and having the ability to offer trust services is very important, allowing us to maintain a closer relationship with our clients. As a trust representative, our clients are assured we will be able to continue managing their assets, per their wishes, in collaboration with their families after they are gone. Before becoming a shareholder, we moved some of our trust business to National Advisors Trust to test the waters. It gave us a better feel for their services and the ability of their technology. The service was great and we were very pleased, so we became a shareholder. In addition, the relationship with National Advisors Trust provides an added level of comfort for our clients.”
According to Ronald G. Ferguson, CEO of National Advisors Trust, trust services offered to RIAs by banks and trust companies do not allow RIAs to be named in trust documents as the investment advisor, and their trust services are becoming increasingly restricted, with high minimums, narrow range of options and lack of a personalized approach.
“With National Advisors’ trust services, Greystone can be named in trust documents as the investment advisor and honor clients’ requests to continue managing their assets when they pass to family members,” said Ferguson. “Greystone has forged strong, long-lasting relationships with clients through its client-centric service and comprehensive offerings. Becoming a shareholder with National Advisors Trust will further enhance their ability to serve clients with personalized trust services, broader trust options, and additional security.”
About Greystone Wealth AdvisorsGreystone Wealth Advisors LLC is a wealth management firm providing independent, financial advisory solutions to individuals, small businesses, trusts and endowments. Greystone’s investment philosophy is to provide clients with broadly diversified, well-researched investment portfolios that deliver an institutional quality investment experience. In support of its investment philosophy, the firm provides a range of wealth management and financial planning services. Wealth management services include access to high quality investments through well diversified investment portfolios customized and managed for each client based on their specific goals. Financial planning services are comprehensive in nature and are tailored to address each client’s individual needs. Services may include portfolio management, estate planning review, cash flow analysis, retirement planning, insurance needs, education funding, business succession strategies and charitable giving. Headquartered in Mount Kisco, NY, the firm has an additional office located in New York, NY. For more information on Greystone, visit www.greystonewealth.com.
About National Advisors TrustNational Advisors Trust Company, FSB, is a federally chartered trust company with assets of more than $7 billion. Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is authorized to do business in all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including; an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their clients. National Advisors Trust is a “trust only” organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit www.nationaladvisorstrust.com.
For more information contact:
Greystone Wealth Advisors
National Advisors Trust